12月30日，燕麦科技跌1.17%，截至发稿，报32.83元/股，成交804.25万元，换手率0.17%，总市值47.86 亿元。 新华钻石品质企业混合（519093）成立日期2010年2月3日，最新规模1.72亿。今年以来收益23.89%，同 类排名3851/8087；近一年收益21.91%，同类排名3913/8085；成立以来收益204.27%。 新华钻石品质企业混合（519093）基金经理为蔡春红。 资料显示，深圳市燕麦科技股份有限公司位于广东省深圳市光明新区凤凰街道高新技术产业园区邦凯路 9号邦凯科技城2号C栋厂房1,2,3楼，成立日期2012年3月12日，上市日期2020年6月8日，公司主营业务 涉及智能制造领域工业自动化、智能化测试设备与配件的研发、设计、生产、销售及相关技术服务,为 客户提供电子产业智能制造行业专用设备和系统解决方案。主营业务收入构成为：自动化测试设备 66.46%，配件及其他21.06%，测试治具12.48%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓燕麦科技。新华钻石品质企业混合（519093）三季度持有股数13 万股，占基金净值比例为2.6%，位居第六大重仓 ...

Core Insights - The first Shenzhen Longhua District Industrial-Financial Integration High-Quality Development Conference was held on December 9, announcing significant financial cooperation achievements, including the establishment of a low-altitude economy industry fund, Pre-REITs fund, and two AIC funds, along with a comprehensive credit line of 100 billion yuan [1][2] Group 1: Financial Initiatives - Longhua District launched a cluster of industrial funds totaling over 10 billion yuan, notably the Shen Capital Jianxin Longhua AIC Fund and the Shen Dan Agricultural Bank Longhua AIC Fund, each with a scale of 2 billion yuan, focusing on the "20+8" industrial cluster and the "1+2+3" industrial system in Shenzhen, targeting sectors like digital economy, new energy, high-end medical devices, integrated circuits, and artificial intelligence [1] - The Shen Dan Agricultural Bank Longhua AIC Fund signed its first batch of intended investment projects at the conference, achieving efficient operation with immediate announcements, including companies like Angpai Technology, Guihua Intelligent, and Jingtai Da, which focus on high-end manufacturing sectors such as liquid cooling, precision laser equipment, and automated testing devices [1] Group 2: Strategic Goals - Longhua District aims to continue deepening industrial-financial collaboration and enhancing digital empowerment to support the growth of more technology startups into industry giants, promoting a high-quality development path that integrates industry and finance [2]

一口气官宣市级低空经济产业基金、Pre-REITs基金、两支AIC基金落地、千亿元综合授信，12月9日， 龙华区在国际合作中心召开产融结合高质量发展大会，集中发布一批标志性产融结合成果。作为龙华区 拓展金融"朋友圈"、厚植新质生产力的重要平台，本次大会汇聚了中信证券、农银资本、建信投资、中 银国际、交银国际、招商基金、深圳资本集团、深圳担保集团等头部投资机构、十余家银行代表以及三 十余家辖区企业。面向"十五五"，龙华区持续做好金融五篇大文章，以金融"活水"促进产业"开新芽、 参天树"，产融结合迎来新篇章。 聚势而上、资本赋能，引导金融"活水"促进行业龙头顶天立地 "龙华是深圳传统制造业大区，工业占GDP比重超过四成，必须要把服务实体经济、服务先进制造业、 服务重大项目建设作为促进金融业集聚和高质量发展的重要抓手。推动AIC与本地资本协同、产业与金 融联动，打通银行资金与产业项目对接落地'最后一公里'是关键命题。"龙华区发展和改革局相关负责 人介绍道。本次大会龙华区官宣落地百亿级战新产业基金集群，其中尤为引人注目的是深资本建信龙华 AIC基金、深担农银龙华AIC基金，两支基金总规模均为20亿元，重点布局深圳市" ...

一口气官宣市级低空经济产业基金、Pre-REITs基金、两只AIC基金落地、千亿元综合授信，12月9日， 龙华区在国际合作中心召开产融结合高质量发展大会，集中发布一批标志性产融结合成果，官宣落地百 亿级战新产业基金集群。 行动方案》中明确提出，绘制拟上市画像，对标交易所上市标准找差距、补短板，运用并购重组专项基 金服务企业参与多层次资本市场。 累计为3.1万余家企业主体提供1600亿元授信 "高科技企业面临的不仅是融资难、融资贵问题，更需要资本带动的全产业链赋能，本次大会为资金 方、产业方、企业方精准对接，协同联动搭建了很好的平台。"参加本次大会的龙华区一家专精特新企 业欣界能源相关负责人提到。作为龙华区深耕eVTOL固态电池领域的"小巨人"企业，欣界能源刚刚完成 数亿元的A轮融资。 2025年前三季度，龙华区先进制造业发展保持强劲势头，全区工业增加值同比增长5.5%，工业机器 人、集成电路、民用无人机等高技术产品产量分别增长26.9%、33.6%、58.3%，规上工业企业利润增长 24.7%并连续5个月保持上升态势。龙华区先进制造业沃土不断孕育出增长新动能，在不久前公示的 2025年第七批国家级专精特新"小 ...

一口气官宣市级低空经济产业基金、Pre-REITs基金、两支AIC基金落地、千亿元综合授信……12月9日，龙华区在国际合作中心召开产融结合高质量发展大 会，集中发布一批标志性产融结合成果。 其中尤为引人瞩目的是，龙华区官宣落地百亿级战新产业基金集群，里面规模最大的两支基金总规模均为20亿元，分别为深资本建信龙华AIC基金和深担农 银龙华AIC基金。记者在现场了解到，该基金集群将重点布局深圳市"20+8"产业集群和龙华区"1+2+3"产业体系中的数字经济、新能源、高端医疗器械、集 成电路、人工智能等赛道。 深圳·龙华 2025·第一届深圳市友 产融结合高质量发展 Stan Pal 199 700 2025.12 深圳商报·读创客户端首席记者 谢惠茜 "高科技企业面临的不仅是融资难、融资贵问题，更需要资本带动的全产业链赋能，本次大会为资金方、产业方、企业方精准对接，协同联动搭建了很好的 平台。"参加本次大会的龙华区一家专精特新企业欣界能源相关负责人提到。作为龙华区深耕eVTOL固态电池领域的小巨人企业，欣界能源刚刚完成数亿元 的A轮融资。 2025年前三季度，龙华区先进制造业发展保持强劲势头，全区工业增加值同比增 ...

Core Insights - Oat Technology's stock increased by 5.31% to 31.36 CNY per share, with a total market capitalization of 4.571 billion CNY [1] - The company specializes in smart manufacturing, focusing on industrial automation and intelligent testing equipment [1] - The revenue breakdown shows that automated testing equipment accounts for 66.46%, accessories and others for 21.06%, and testing fixtures for 12.48% [1] Shareholder Insights - Huaxia Fund's Huaxia CSI Robot ETF (562500) is among the top ten circulating shareholders, having increased its holdings by 448,500 shares to a total of 2.4102 million shares, representing 1.65% of circulating shares [2] - The ETF has generated an estimated floating profit of approximately 3.8082 million CNY today [2] - The fund was established on December 17, 2021, with a current size of 22.798 billion CNY and has achieved a year-to-date return of 21.37% [2] Fund Management Insights - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 98 days [3] - Under Hualong's management, the fund's total asset size is 35.957 billion CNY, with the best return during the tenure being 107.98% and the worst being -15.08% [3]

Group 1 - Oat Technology's stock price fell by 5.07% on October 14, reaching 28.65 CNY per share, with a total market capitalization of 4.176 billion CNY [1] - The company has experienced a continuous decline in stock price for three consecutive days, with a cumulative drop of 12.39% during this period [1] - Oat Technology, established on March 12, 2012, specializes in the research, design, production, and sales of industrial automation and intelligent testing equipment, with a focus on providing solutions for the electronic manufacturing industry [1] Group 2 - Huiquan Fund holds a significant position in Oat Technology, with its fund "Huiquan Xingzhi Future One-Year Holding Mixed A" maintaining 46,400 shares, representing 2.09% of the fund's net value [2] - The fund has incurred a floating loss of approximately 70,900 CNY today, with total losses of 198,000 CNY during the three-day decline [2] - The fund manager, Liang Yongqiang, has a tenure of 17 years, with the fund's best return during his management being 104.95% [2]

Core Viewpoint - Oat Technology experienced a decline of 5.02% on September 23, with a stock price of 30.87 CNY per share and a total market capitalization of 4.495 billion CNY [1] Company Overview - Shenzhen Oat Technology Co., Ltd. is located in the Guangming New District of Shenzhen, Guangdong Province, and was established on March 12, 2012. The company went public on June 8, 2020. Its main business involves research, design, production, sales, and related technical services of industrial automation and intelligent testing equipment in the smart manufacturing sector [1] - The revenue composition of the company includes: 66.46% from automated testing equipment, 21.06% from accessories and others, and 12.48% from testing fixtures [1] Shareholder Information - The top circulating shareholder of Oat Technology is the Guoshou Anbao Fund, which has a fund named Guoshou Anbao Smart Life Stock A (001672). In the second quarter, it entered the top ten circulating shareholders with 2.1888 million shares, accounting for 1.5% of circulating shares. The estimated floating loss today is approximately 3.5677 million CNY [2] - Guoshou Anbao Smart Life Stock A was established on September 1, 2015, with a latest scale of 1.828 billion CNY. Year-to-date returns are 41.75%, ranking 991 out of 4220 in its category; the one-year return is 97.38%, ranking 626 out of 3814; and since inception, the return is 232.83% [2] Fund Performance - The fund manager of Guoshou Anbao Smart Life Stock A is Zhang Qi, who has a cumulative tenure of 15 years and 82 days. The total asset scale of the fund is 2.317 billion CNY, with the best fund return during his tenure being 228.21% and the worst being -19.09% [3] - Another fund under Guoshou Anbao, Guoshou Anbao Yuyuan Mixed A (010205), held 68,000 shares of Oat Technology in the second quarter, accounting for 1.24% of the fund's net value. The estimated floating loss today is about 110,800 CNY [4] - Guoshou Anbao Yuyuan Mixed A was established on November 4, 2020, with a latest scale of 131 million CNY. Year-to-date returns are 27.26%, ranking 3395 out of 8172; the one-year return is 50.83%, ranking 3168 out of 7995; and since inception, the return is 34.32% [4] Fund Manager Information - The fund manager of Guoshou Anbao Yuyuan Mixed A is Yu Gang, who has a cumulative tenure of 1 year and 321 days. The total asset scale of the fund is 267 million CNY, with the best fund return during his tenure being 42.66% and the worst being 5% [5]

Core Viewpoint - Shenzhen iN-Cube Automation Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating strong performance in the semiconductor and industrial automation sectors. Financial Performance - Revenue for the reporting period reached CNY 316,998,354.46, a 32.61% increase compared to CNY 239,049,376.30 in the same period last year [3][14]. - Net profit attributable to shareholders was CNY 33,491,008.39, reflecting a substantial increase of 254.97% from CNY 9,434,834.20 [3][14]. - Basic earnings per share rose to CNY 0.35, up 45.83% from CNY 0.24 [3][14]. - The company reported a net cash flow from operating activities of CNY -23,038,023.33, an improvement of 32.57% from CNY -34,165,958.09 [3][15]. Business Overview - The company specializes in high-end equipment manufacturing, focusing on semiconductor and industrial automation equipment, providing customized solutions for clients [4][5]. - Key products include Mini LED/Micro LED sorting machines, automatic wafer handling equipment, and various testing and assembly devices for consumer electronics [4][5][6]. - The company has established long-term partnerships with major clients such as Apple, Meta, and various leading semiconductor manufacturers, enhancing its market position [6][12]. Market Position and Strategy - The company aims to promote the localization of semiconductor equipment in China, leveraging its strong market competitiveness and brand influence [4][11]. - It employs a demand-responsive R&D model, tailoring products to meet specific client needs while also engaging in proactive research to anticipate market trends [8][9]. - The production model is characterized by flexibility and customization, allowing for quick adjustments based on client specifications [9][10]. Competitive Advantages - The company possesses advanced technology and product development capabilities, particularly in precision optical, mechanical, and motion control technologies [11][12]. - It has received multiple recognitions, including being named a "Little Giant" enterprise by the Ministry of Industry and Information Technology, underscoring its innovation and growth potential [12]. - A robust quality control system is in place, ensuring that products meet stringent industry standards, which has earned the trust of high-profile clients [13].

Core Insights - The company reported a revenue of 317 million yuan for the first half of 2025, representing a year-on-year growth of 32.61% [1] - The net profit attributable to the parent company reached 42.89 million yuan, showing a significant increase of 101.44% compared to the previous year [1] - The gross profit margin for the first half of the year was 30.18%, an increase of 6.3 percentage points from the same period last year [1] Semiconductor and Electronics Focus - The company focuses on two main sectors: semiconductors and electronic products, with significant advancements in semiconductor equipment [2] - Key products include Mini LED/Micro LED chip sorting machines, automated wafer testing equipment, and various automated inspection devices, achieving import substitution [2] - The company has established strategic collaborations for joint process development, enhancing its market position [2] Revenue Growth in Automation - Revenue from industrial automation equipment reached 218 million yuan, marking a year-on-year increase of 21.99% [2] - The gross profit margin for this segment improved by 7.11 percentage points compared to the previous year [2] R&D Investment - The company increased its R&D expenditure to 33.61 million yuan in the first half of 2025, a rise of 33.01% year-on-year [3] - Continuous investment in R&D aims to enhance product competitiveness and expand market share through various marketing strategies [3]